All ideas

When there is a price descrepancy between the project and the catalog, would be nice if the Compare and Sync doaloge box showed details on when the catalog item was last updated and by whom/how. Was it because connected vendors updated prices or w...

Please make it so you can select which site notes you want included in a report vice all or nothing. Some site notes may contain sensitive information required for a technician, but the customer wants to see the site notes that pertain to the work...

It would be VERY helpful if we could set a custom CompID format to an item category/sub-category instead of blanket categorization like items and labor. For example our CompID formats for a data plate are different than what we would want to assig...

When exporting a Visio schematic to PDF, make off page references function as hyperlinks to the page containing the reference. Bonus points if it also zooms in on it.

Need a list of keyboard shortcuts to toggle between windows, in addition to others. For example, regarding service, we would like to be able to toggle directly from 'Clients' to 'Service.' TYIA.

App/Module: D-Tools SI Desktop Problem/Current Behavior: The "General" information page for products and labor items in the D-Tools catalog lacks a dedicated field for the Universal Product Code (UPC). This essential identifier is often needed for...

App/Module: D-Tools Mobile Install & SI Administration Problem/Current Behavior: When completing a service order, technicians may need to provide specific, mandatory information. Currently, there is no mechanism to enforce the collection of th...

We would like to have the option to protect certain projects with a password. We have a few customers at government institutions where sensitive information needs to be protected (e.g. courts, police stations). The most convenient and simple way w...

Would this be a feature needed/wanted by other companies? Add more fields to resources: - photo, - signature image, - role/title, - email, - different contact number/mobile/ phone, - different address, - maybe a custom report theme or color specif...